Jabil Inc. (NYSE:JBL) is one of the one of the stocks Jim Cramer was bullish on due to share buyback activity. Cramer highlighted the company’s transformation, as he remarked: “Seventh, one that just reported, Jabil, the contract manufacturer formerly known as Jabil Circuit, which has shrunk its share count by 43.6% since the end of 2015. Jabil’s transformed itself from an outsourced kind of low-multiple manufacturer into a company that helps its clients actually design their products and figure out where ...

WEC Energy Group, Inc. (NYSE:WEC) is among 10 Best Performing Electrical Infrastructure Stocks in 2025.  Barclays Analyst Lowers Price Target On WEC Energy Group, Inc. (WEC) Barclays reduced its price target for WEC Energy Group, Inc. (NYSE:WEC) from $110 to $105 while keeping an Equal Weight rating, according to TheFly on December 16, 2025. Analyst Nicholas Campanella provided the update. TheFly published earlier on December 12, 2025, that KeyBanc also lowered its price target for WEC Energy Group, Inc ...

Entergy Corporation (NYSE:ETR) is among 10 Best Performing Electrical Infrastructure Stocks in 2025.  KeyBanc Retains An Overweight Rating On Entergy Corporation (ETR) TheFly reported that KeyBanc reduced its price objective for Entergy Corporation (NYSE:ETR) to $102 from $106 on December 12, 2025. The firm retained an Overweight rating on the stock. As per KeyBanc, Entergy Corporation (NYSE:ETR)’s growth narrative is still intact, and the business is in a strong position following the acquisition of eq ...

Capital One Financial Corporation (NYSE:COF) is among the 14 Best S&P 500 Stocks to Buy Now. On December 15, BofA Securities raised its price target on the stock to $268 from $248 while maintaining a Buy rating. Analysts Forecast 9% Upside To Capital One Financial Corporation (COF) Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels The revision comes after the bank holding company released credit metrics for November, which reflect continued strong performance through ...

The share price of PBF Energy Inc. (NYSE:PBF) fell by 16.19% between December 10 and December 17, 2025, putting it among the Energy Stocks that Lost the Most This Week. PBF Energy (PBF) - Among the Energy Stocks that Fell This Week anekoho/Shutterstock.com PBF Energy Inc. (NYSE:PBF) is one of the largest independent petroleum refiners and suppliers of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants, and other petroleum products in the United States. PBF Energy Inc. (NY ...

The share price of Fluence Energy, Inc. (NASDAQ:FLNC) fell by 22.01% between December 10 and December 17, 2025, putting it among the Energy Stocks that Lost the Most This Week. Fluence Energy (FLNC) Slides Following Analyst Downgrades Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. On December 8, Mizuho downgraded Fluence Energy, Inc. (NASDAQ:FLNC) from ‘Neutral’ to ‘Underperform’ due to the stock’s ...

Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer talked about recently. Cramer highlighted the stock while discussing retail sales. The Mad Money host said: “Let’s talk about retail sales. So important. We got October retail sales at the same time as the jobs report, and they were slightly weaker than expected. October retail sales were unchanged month over month, and September retail sales growth was also revised downward by 10 basis points. However, some of the alternative readings for reta ...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the small-cap equities delivered strong results with the Russell 2000 Index reaching its first all-time high since November 2021. A favorable macroeconomic backdrop led the rally. In the quarter, the fund (Class I-2) delivered a return of 3.16% underperforming the 12.39% total return of the Russell 2000 Index. For mo ...

文章核心观点 - 人工智能是当前时代最大的投资机会 但AI的发展正面临严重的能源危机 这为能源基础设施领域创造了巨大的投资机遇 [1][2] - 一家未被市场充分关注的公司 因其独特的业务组合 成为从AI能源需求激增、美国液化天然气出口增长、制造业回流及核能基础设施中获利的潜在关键标的 [3][6][7][14] - 该公司财务状况优异 无负债且持有大量现金 估值低廉 并已获得部分对冲基金的关注 [8][9][10] AI的能源需求与危机 - AI是史上最耗电的技术 驱动大型语言模型的数据中心耗电量堪比一座小型城市 [2] - AI的快速发展正在将全球电网推向崩溃边缘 [1][2] - OpenAI创始人Sam Altman警告 AI的未来取决于能源突破 而Elon Musk预测明年AI将面临电力短缺 [2] 被推荐公司的业务定位 - 公司并非芯片制造商或云平台 而是拥有关键能源基础设施资产 定位为AI能源激增的“收费站”运营商 [3][4] - 公司业务横跨AI能源需求、美国液化天然气出口、制造业回流及核能基础设施 将这些宏观趋势联系在一起 [5][6][14] - 公司是美国下一代电力战略核心的关键核能基础设施资产所有者 [7] - 公司是全球少数能跨石油、天然气、可再生燃料和工业基础设施执行大型复杂EPC项目的企业之一 [7] 公司的财务与估值优势 - 公司完全无负债 且持有大量现金 现金储备接近其总市值的三分之一 [8] - 剔除现金和投资后 公司交易市盈率低于7倍 [10] - 公司在一家热门AI公司中持有大量股权 为投资者提供了间接接触多个AI增长引擎的渠道 [9] 市场关注与订阅服务信息 - 部分隐秘的对冲基金经理已在闭门投资峰会上推荐该公司股票 [9] - 文章来源于一份付费投资通讯 以每月9.99美元的价格提供深度研究报告 包括对该公司及另一家AI机器人公司的分析 [15][18][19] - 该通讯声称其推荐的公司股票有在12至24个月内获得超过100%回报的潜力 [15][19]

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted st ...